Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Paul Ackel has been a financial professional since 1999 and is currently registered with Next Financial Group, Inc. in Texas and Louisiana. David has over 20 years of experience in the financial services industry and specializes in helping clients manage their fixed income insurance products. David is also a licensed auctioneer and real estate agent in Texas. He is committed to providing personalized service to his clients and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
TX
03/13/2009 - Present
Next Financial Group, Inc. (CEDAR PARK TX)
TX
08/08/2008 - 02/05/2009
WACHOVIA SECURITIES, LLC (WESTLAKE HILLS TX)
TX
03/03/2006 - 05/07/2008
WELLS FARGO INVESTMENTS, LLC (AUSTIN TX)
LA
10/02/2002 - 02/09/2006
HIBERNIA INVESTMENTS, L.L.C. (NEW ORLEANS LA)
NY
01/07/1999 - 09/25/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/07/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/06/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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